Jensen Investment Management’s Allen Bond names Broadridge, along with Veeva and Verisk, as AI beneficiaries due to durable moats and embedded workflows. BR posted $4.88B in recurring revenue in fiscal 2026 (up 8% YoY) and guides for 6-8% recurring revenue growth and 8-12% EPS growth in fiscal 2027, underscoring a quality software/service exposure within AI adoption.
Broadridge Financial Solutions reported higher fourth-quarter profit, helped by its investor communications business. The brief highlights momentum in a key growth driver for the company’s services platform. If this trend persists, BR could see steadier profitability and a more favorable earnings trajectory, depending on any future guidance.
Broadridge Financial has raised its full-year earnings forecast and reported a stronger-than-expected second-quarter profit, primarily driven by its successful investor communications segment. This positive momentum suggests continued growth and operational efficiency, which could lead to higher investor confidence and share value.